Follow-up from our review call

Email thread

After the review call, Daniel Okafor noted fewer client managers open B-Viz each week than last quarter, with only a fraction of 40 Growth seats in regular use. No customer reply is in the thread.

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What was said

What this says

As at Fri 9 Oct 2026

After the review call, Daniel Okafor noted fewer client managers open B-Viz each week than last quarter, with only a fraction of 40 Growth seats in regular use. No customer reply is in the thread.

Ask: Daniel proposed a short working session with a few client managers using their own employers' queries. He will check the connector side for Euan Drummond.

Customer view: the thread records Lorna Cairns saying pay-date pressure pulled people back to old routines. There is no customer response in the thread itself.

Next: the term ends on 9 Feb 2026, so a separate renewal conversation is due. Falling seat use is a clear value risk to the Growth renewal.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

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The thread

Updated 9 Oct 26

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Messages1

First message2026-01-06

Last message2026-01-06

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Messages

Daniel Okafor 6 Jan 2026 14:13
to Lorna Cairns, Fraser Moncrieff, Euan Drummond
Dear Lorna, Fraser and Euan, Thank you all for your time on the call earlier. I wanted to put down a few notes while they are fresh, just to close the loop. The main thing I took away is that fewer of your client managers are opening B-Viz each week than a few months ago. Active use is down compared with last quarter, and I would rather we talked about it openly now than let it drift. You are licensed for 40 users on Growth, and only a fraction of those seats are in regular use at the moment. Lorna, you mentioned that pay-date pressure in the run-up to the holidays pulled people back to their old routines. That makes complete sense to me. Euan, I will look at whether anything on the connector side has changed, and I will come back to you on that once I have checked. My suggestion is a short working session with a few of the client managers, using their own employers' queries and deadlines, so they can see where it saves them time. How is the team finding it day to day? Any honest view would help me. Our current term ends on 9 Feb 2026, so I will be in touch separately about the renewal conversation. Best wishes, Daniel

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BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Viz connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Viz Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

Who to contact

Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.

Help